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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Hyline Wealth (swap one in):+ Safe Harbor Retirement Planners $108.7M+ Quigley Financial LLC $108.6M+ Bullock Capital Alliance, Inc. $98.1M · Colorado Springs, CO+ Lucid Wealth Planning LLC $98.1M · Wake Forest, NC
Sioux Falls, SD
Austin, TX
Assets under management$103.4M$108.7M$108.7M
Asset growth, last 2 years––−10%
Advisory staff112
Individual clients1945577
Assets per client$533K$2M$1.4M
Clients per advisor1945539
Main custodian––Fidelity
Filing with the SEC since202620262012 or earlier
Tools in their stack2–1
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Jun 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolHyline WealthSm Scherr Financial LLCGrace Capital Management, LLC
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
Portfolio Management
BlueleafUses it––

Custodians on Form ADV: Hyline Wealth: none listed · Sm Scherr Financial LLC: none listed · Grace Capital Management, LLC: Fidelity